What is the contact sidebar?
You can access the contact sidebar from both the Contact Hub and the Unified Inbox. The sidebar shows all relevant data for a contact:
Contact lists (e.g. “Existing customer”, “VIP customer”)
Recent conversations across all inboxes
Contact Attributes (system and custom attributes, with pinned attributes visible at the top)
Files shared across all conversations
Notes left by your team across all conversations
Automations the contact has gone through
Integrations (e.g. HubSpot) with a direct link to the CRM contact
Why should you customise the contact sidebar?
Pin the attributes that you need most often to always have important fields in sight
Reorder attributes to keep important fields or properties that you update often easily accessible at the top of the sidebar
Who can customise the sidebar?
Every role can customise the sidebar
Please note: Changes are user-scoped and apply to both Contact Hub and Inbox. You can’t set up different layouts per area, and updates only affect your own view (not your teammates’).
Customise how contact attributes appear on the sidebar
You can customise attributes from either place:
Contact Hub → click on a contact, open the Attributes sidebar, and click Customise view (top-right icon).
Unified Inbox → open any conversation, click the info icon in the chat header, go to the contact Attributessection, then click Customise view.
You can customise attributes on the sidebar in two ways:
Reorder contact attributes on the sidebar
Rearrange the order of attributes inside the Attributes section of the sidebar to place the most important ones at the top. This makes it easier to access the details you use most often.
Pin attributes on the sidebar
Pin specific attributes so they appear directly in the contact overview (outside the nested Attributes section). Use this for the most critical attributes you want to see right away without extra clicks.
